As a Relationship Manager, I strive to foster positive interactions with my clients and maintain long term relationships. My role as liaison between the clients and our internal service groups guides us in determining goals and needs, working to resolve issues that may impact them.
I engage with both clients and colleagues, so we are better able to identify and understand opportunities that benefit all of us. I fully believe in learning new technologies that allow us to mitigate risk and provide efficiencies in our work lives. We are a team with our clients, and this provides a high level of satisfaction.
My Experience
I began my career in New York City with Neuberger Berman before moving to Washington DC for graduate school.
After graduation, I worked at both Merrill Lynch and Kidder Peabody. I was recruited to a new position with Fiduciary Trust International, which had just opened an office in DC. I've been an Investment Associate, a Portfolio Manager, and now work as a Relationship Manager with a team based in the New York office.
Education
- Mount Holyoke College, BA in French Studies and German Studies
- George Washington University, MA in International Studies
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The American Bar Association
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